Gentry Private Wealth

05/15/2026

Say hello to Addie Hahn. As a client service associate, she helps our team stay highly organized by assisting with account management and meeting schedules. We’re excited to support her growth in financial planning at Gentry!

Discover more about Addie: https://loom.ly/4tTo618

05/07/2026

We’re excited to introduce our new financial planning associate, Raegan Hermreck. With experience as both a personal finance teacher and financial planner, she’s passionate about helping people make informed and empowered decisions.
Raegan will be supporting our process by gathering client data, updating financial plans, and assisting with employer retirement accounts. Her dedication to financial planning makes her a wonderful addition to the Gentry team!

Learn more about Raegan’s story: https://loom.ly/4tTo618

04/29/2026

Happy Financial Literacy Month! In our latest newsletter, we address questions that are top of mind for many clients: How is the Iran War affecting our financial outlook? Why entrust investment management decisions to professionals, especially now? Plus, meet the newest members of the Gentry team.

https://loom.ly/twrW7sw

Discover our take on the Iran War’s impact, meet our new team members, and learn the benefits of entrusting investment management to a professional.

03/24/2026

As Tax Day approaches, we’d like to share a few friendly reminders that can make the filing process a little easier this year.
– Your tax documents may include several items, and it’s normal for them to arrive at different times.
– Schwab or LPL may issue revised tax forms. We suggest waiting to file until you have the final documents.
– You can access your tax documents through the Gentry client portal, or directly from Schwab or LPL.

View details and login instructions: https://loom.ly/FzVSwvk

Questions or concerns? Please call us at 316-613-7570

03/09/2026

We're proud to recognize the women of Gentry Private Wealth, who embody what it means to give in ways that help others grow. Through their experienced guidance and genuine care, they demonstrate the power of investing in one another, our clients, and the community.

Happy International Women’s Day!

02/11/2026

Good news for big savers: 2026 retirement plans have higher contribution limits than before.

→ 401(k), 403(b), 457, and TSP: $24,500 limit (higher for certain participants)
→ IRA: $7,500 limit ($1,100 catch-up limit if you’re 50 or older)
→ Roth IRA and Saver’s Credit: Higher income phase-out ranges to help maximize savings
→ SIMPLE accounts: $17,000 limit (higher for certain participants)
→ Medicare Part B: $202.90 standard monthly premium

Remember: Most retirement accounts require distributions starting at age 73 (Roth IRAs are an exception). Early withdrawals before 59½ may incur penalties, and Roth IRAs require a 5-year holding period.

Planning for your retirement? Talk with our advisors for guidance tailored to your lifestyle: https://loom.ly/LnHUEkQ

01/26/2026

Recent tax legislation under the One Big Beautiful Bill Act (OBBBA) may have a bigger impact than you thought, even for clients who have accumulated significant wealth. A thoughtful review of your financial plan can help ensure you make the most of new and extended provisions under the current law.
Here are some areas to explore:
- Tax rate extensions and their potential impact on your retirement and investment strategy
- Child-related credits, if relevant for families with dependents
- No tax on tips and overtime depending on your income, plus additional credits
- Bonus deductions for clients 65 and over
- Other line-item deductions worth reviewing, such as new-car loan interest and SALT increase

Even small changes can create planning opportunities and contribute to greater tax savings. Take advantage of experienced, personalized guidance from a Gentry advisor.

Call 316-613-7570 or email [email protected]

01/23/2026

The new year brings new opportunities to plan with clarity and confidence. Gentry’s Q1 newsletter offers a reflection on the latest market outlook, guidance for the upcoming tax season, and insights into why financial planning is essential at any stage of business ownership.

Read now: https://loom.ly/dYVacxY

A new year brings new opportunities. Explore Gentry’s 2026 outlook, business planning insights, and what to expect this tax season.

12/25/2025

Merry Christmas from Gentry Private Wealth! We wish you renewed peace, prosperity, and purpose in the coming year.

12/18/2025

Selling a business comes down to two essentials: knowing what it’s worth and having a plan. We help you understand the value of what you've built and document a transfer strategy to protect you and your legacy.
A thoughtful succession plan leads to a smooth transition, whether you’re leaving your business with a family member, stakeholder, or third party. We can also guide you through the sale, tax breaks, and transfer of wealth.

Contact us to prepare for a successful business transition.

Discover more: https://loom.ly/I2XZqgU